Purchases and Sales Made in Q2 2023 in Berkshire Hathaway Inc Class B (BRK-B)

BRK-B Quotes by TradingView

This table provides information about the institutional ownership of Berkshire Hathaway Inc Class B (BRK-B) during Q2 2023. The information is specifically focused on institutions that hold shares of BERKSHIRE HATHAWAY INC - Class B.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Sep 12, 2023 Q2 2023
Prosperity Financial Group, Inc.

San Ramon, CA
BUY
 -
952
New
$294K - $325K
952 $456K
Aug 11, 2023 Q2 2023
Pitcairn CO

Jenkintown, PA
BUY
 -
948
+ 4.0%
$293K - $323K
24.6K $11.8M
Jul 07, 2023 Q2 2023
Legacy Private Trust Co.

BUY
 -
935
+ 13.38%
$289K - $319K
7.93K $3.79M
Jul 07, 2023 Q2 2023
Woodstock Corp

BUY
 -
934
+ 5.18%
$289K - $318K
19K $9.07M
Jul 31, 2023 Q2 2023
Callahan Advisors, LLC

BUY
 -
928
+ 1.51%
$287K - $316K
62.6K $29.9M
Aug 14, 2023 Q2 2023
Tfo Tdc, LLC

BUY
 -
928
+ 100.0%
$287K - $316K
1.86K $888K
Aug 07, 2023 Q2 2023
Kentucky Retirement Systems

Frankfort, KY
BUY
 -
924
+ 0.65%
$286K - $315K
143K $68.6M
Aug 14, 2023 Q2 2023
Petix & Botte CO

BUY
 -
920
+ 100.0%
$284K - $314K
1.84K $881K
Aug 11, 2023 Q2 2023
Assetmark, Inc

BUY
 -
916
+ 1.21%
$283K - $312K
76.7K $36.7M
Aug 11, 2023 Q2 2023
Unison Asset Management LLC

BUY
 -
915
+ 2.06%
$283K - $312K
45.4K $21.7M
Aug 14, 2023 Q2 2023
De Burlo Group Inc

Boston, MA
BUY
 -
910
+ 35.87%
$281K - $310K
3.45K $1.65M
Jul 13, 2023 Q2 2023
Redhawk Wealth Advisors, Inc.

Minneapolis, MN
BUY
 -
906
+ 15.25%
$280K - $309K
6.85K $3.28M
Aug 14, 2023 Q2 2023
Cypress Asset Management Inc

Houston, TX
BUY
 -
906
+ 4.95%
$280K - $309K
19.2K $9.2M
Jul 13, 2023 Q2 2023
Mayflower Financial Advisors, LLC

BUY
 -
900
+ 4.71%
$278K - $307K
20K $9.58M
Jul 28, 2023 Q2 2023
Tokio Marine Asset Management CO LTD

Tokyo, M0
BUY
 -
891
+ 3.7%
$275K - $304K
25K $12M
Aug 17, 2023 Q2 2023
Sws Partners

BUY
 -
888
New
$274K - $303K
888 $425K
Jul 20, 2023 Q2 2023
Tbh Global Asset Management, LLC

Brentwood, TN
BUY
 -
880
+ 2.45%
$272K - $300K
36.7K $17.6M
Jul 14, 2023 Q2 2023
Gilman Hill Asset Management, LLC

BUY
 -
876
+ 82.18%
$271K - $299K
1.94K $929K
Aug 04, 2023 Q2 2023
Motco

BUY
 -
876
+ 18.11%
$271K - $299K
5.71K $2.73M
Aug 07, 2023 Q2 2023
Biltmore Family Office, LLC

BUY
 -
870
+ 7.36%
$269K - $297K
12.7K $6.07M
Aug 07, 2023 Q2 2023
Navellier & Associates Inc

Reno, NV
BUY
 -
866
New
$268K - $295K
866 $414K
Jul 11, 2023 Q2 2023
Thrive Wealth Management, LLC

BUY
 -
863
+ 15.84%
$267K - $294K
6.31K $3.02M
Aug 07, 2023 Q2 2023
Keystone Financial Group

BUY
 -
862
+ 3.12%
$266K - $294K
28.5K $13.6M
Jul 17, 2023 Q2 2023
Procyon Advisors, LLC

BUY
 -
847
+ 5.15%
$262K - $289K
17.3K $8.27M
Aug 08, 2023 Q2 2023
Unconventional Investor, LLC

BUY
 -
844
+ 1.52%
$261K - $288K
56.4K $27M
Aug 14, 2023 Q2 2023
Prelude Capital Management, LLC

New York, NY
BUY
 -
841
New
$260K - $287K
841 $402K
Aug 11, 2023 Q2 2023
Invenio Wealth Partners LLC

Coral Gables, FL
BUY
 -
837
New
$259K - $285K
837 $401K
Jul 24, 2023 Q2 2023
Newport Capital Group, LLC

BUY
 -
829
New
$256K - $283K
829 $397K
Aug 14, 2023 Q2 2023
Fuller & Thaler Asset Management, Inc.

San Mateo, CA
BUY
 -
829
+ 36.73%
$256K - $283K
3.09K $1.48M
Jul 20, 2023 Q2 2023
Hf Advisory Group, LLC

Annapolis, MD
BUY
 -
824
+ 45.85%
$255K - $281K
2.62K $1.25M
Jul 25, 2023 Q2 2023
Independent Family Office, LLC

BUY
 -
823
+ 18.97%
$254K - $281K
5.16K $2.47M
Aug 14, 2023 Q2 2023
Colonial Trust CO / Sc

Spartanburg, SC
BUY
 -
820
+ 7.58%
$253K - $280K
11.6K $5.57M
Aug 01, 2023 Q2 2023
Kistler Tiffany Companies, LLC

Berwyn, PA
BUY
 -
809
+ 7.78%
$250K - $276K
11.2K $5.36M
Jul 20, 2023 Q2 2023
Naviter Wealth, LLC

BUY
 -
808
+ 10.25%
$250K - $276K
8.69K $4.16M
Jul 13, 2023 Q2 2023
Nova Point Capital, LLC

BUY
 -
806
+ 2.25%
$249K - $275K
36.6K $17.5M
Aug 01, 2023 Q2 2023
Loring Wolcott & Coolidge Fiduciary Advisors LLP

BUY
 -
805
+ 0.46%
$249K - $275K
177K $84.9M
Jul 26, 2023 Q2 2023
Mosaic Advisors LLC

Houston, TX
BUY
 -
802
New
$248K - $273K
802 $384K
Jul 26, 2023 Q2 2023
Canal Capital Management, LLC

BUY
 -
797
+ 3.64%
$246K - $272K
22.7K $10.9M
Aug 02, 2023 Q2 2023
Gratus Capital LLC

BUY
 -
797
+ 3.2%
$246K - $272K
25.7K $12.3M
Jul 20, 2023 Q2 2023
Sky Oak Wealth, LLC

BUY
 -
792
+ 20.44%
$245K - $270K
4.67K $2.23M
Jul 28, 2023 Q2 2023
Syntegra Private Wealth Group, LLC

Chesterfield, MO
BUY
 -
792
+ 61.63%
$245K - $270K
2.08K $994K
Aug 14, 2023 Q2 2023
Guardian Wealth Advisors, LLC

Raleigh, NC
BUY
 -
788
+ 9.0%
$244K - $269K
9.55K $4.57M
Jul 31, 2023 Q2 2023
Curi Wealth Management, LLC

BUY
 -
786
+ 23.87%
$243K - $268K
4.08K $1.95M
Aug 14, 2023 Q2 2023
Mission Creek Capital Partners, Inc.

San Francisco, CA
BUY
 -
786
+ 7.77%
$243K - $268K
10.9K $5.22M
Aug 04, 2023 Q2 2023
Atlas Private Wealth Advisors

Matawan, NJ
BUY
 -
781
+ 99.74%
$241K - $266K
1.56K $748K
Aug 08, 2023 Q2 2023
Apriem Advisors

Irvine, CA
BUY
 -
779
+ 5.58%
$241K - $266K
14.7K $7.06M
Aug 07, 2023 Q2 2023
Almanack Investment Partners, Llc.

Wayne, PA
BUY
 -
775
+ 60.59%
$240K - $264K
2.05K $983K
Aug 07, 2023 Q2 2023
Patrick Mauro Investment Advisor, Inc.

Oak Brook, IL
BUY
 -
774
New
$239K - $264K
774 $370K
Jul 21, 2023 Q2 2023
Unique Wealth, LLC

Tampa, FL
BUY
 -
772
New
$239K - $263K
772 $369K

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